You can also create a duplicate of an existing report by selecting the option under “File” once you’re in the report you wish to copy.

Copying Reports in Google Data Studio

Select the data source(s) to use in the copy

If you have at least view access to the original data sources, you can use those.

If you copy a report that uses a data source that has not been shared with you, you must select a different data source to use.

The non-shared data sources appear as “Unknown” in the data source selection.

Create the copy of the report

Data Sources in Google Data Studio

Data sources are the individual connections that are made from our data in other tools (e.g. GA) to our reports.

By default, the data displayed in a report is viewable to anyone who has the link, by using the owner’s credentials. However, this can be changed such that users need to have access to the data to add an extra layer to your data security should you need it.

Data Sources creating a report

Again creating a report is really simple.

Start by going to datastudio.google.com and sign in.

Go to the data sources section using the left-hand navigation.

Just click on the blue plus symbol in the reports section.

You can also create a data source when you first create a report. The first stage in building a dashboard in Google data studio is connecting a report to a data source.

Data Sources Connections

Once you start creating a data source you’ll be given a list of possible connections.

Your access to different sets of data is based on your access levels for that tool and is based on the same email address used to log into Data Studio.

You only need view level access to pull data from a connector.

Once you select a connector type drill down into the view or table of data that you want to connect to.

Click “connect” and you’ll be given a summary of all of the dimensions and metrics that you’re bringing into the data source. Click Create/Add to report and you’re done.

Note: You can have multiple data sources connect to the same report at any one time, meaning you can see your GA data alongside your AdWords, Big Query or any other connector’s data within the same report.

Community Connectors

If you can’t find the connector you’re looking for you may be able to find it in the community connectors list.

This list contains connectors for tools that sit outside of the Google stack and work by drawing data from the respective tools’ APIs

You can even create your own connectors with the use of Google appScript.

Data Sources Credentials

By default, the data source will be set as “Using Owners Credentials”. This means that by using this data source in a report, anyone who views the report (perhaps via a shareable link which we’ll come onto later!) will be using the owner’s credentials (The person who created the data source) as opposed to their own.

This is really handy if you want to share the report with people internally, without sharing the original data with them (e.g. access to GA or AdWords)

The other option is to use viewer’s credentials whereby the viewer has to have access to the original data set in order to view the data source.

This acts as another layer of security if you want to limit who can see your dashboard. You might want to use this if you only want colleagues who have access to BigQuery (or any other connector) to see your report.

Copying Data Sources in Google Data Studio

Data sources can only be copied when edited via the DATA SOURCES Homepage.

Sign in to Google Data Studio.

On the left, click ‘Data sources’.

Browse, or use the search box in the upper right, to locate the data source you wish to edit.

Editing Fields in Reports – What can be edited?

The field’s name.
– For example, you can rename Sessions to Visits. This lets you have
multiple instances of the same field in a chart.

The field’s aggregation.
– For example, you can recalculate Order Value from SUM to AVERAGE. Fields with an aggregation of ‘AUTO’ can’t be changed.

The field’s data type.
– For example, you can convert a Number to a Percent, or Text to a URL.

For date fields, you can change the format.
– For example, you can show a full date (YYYYMMDD) as year month
(YYYYMM).

The field’s analytical function.
– For example, you can apply a Percentage of Total function to your
orders.

Any changes you make to a given field only apply to that instance of the field in that chart, it does not change the field in the data source.

Building a Report in Google Data Studio

Building you Report – Tools

Once you’ve connected a data source to your new report, it’s time to start building out your data visualisation. The core tools at your disposal are available along the top toolbar.

Widgets

Here lie the options available to you with regards to data visualisation. Time series, bar charts and geo-maps to name but a few of the options available for visualising your data.

Cosmetics

These tools are available to assist you in making your report look more “on brand”. Import images, text and shapes to make your report more visually pleasing.

Controls

These are really cool. Controls allow you to enable users to manipulate the data that they’re viewing, without changing the underlying data.

You can give them the option of changing date ranges or filtering the report by a specific dimension like traffic source for example.

Building you Report – Widgets

Creating reports is really simple in Google data studio, just click and drag once you’ve selected a tool from the toolbar to get started.

Elements that you draw move freely so you can always rearrange your report with ease.

Most widgets have features that can be split into two parts.

The Data section is what determines what part of the data source is used in your widget.

Here you can:

Apply a different data source

Change the dimensions and metrics displayed

Apply sorting methods

Apply filters to the widget

As well as some widget-specific options (e.g. adding a breakdown dimension for a time series.)

The Style section is where you can start making your widget more in line with your brand.

Here you can:

Use the Google colour pallet as a default or you can add custom colours and make use of the colour wheel.

Change the formatting of text.

Apply borders and backgrounds

As well as some widget-specific options (e.g. setting a scorecard to use compact numbers)

Building you Report – Arranging Widgets

You can move widgets freely in data studio but if you want to have stricter controls of a chart or set of charts those options are available too.

You can make a widget “Report Level” by selecting the option after right-clicking the widget. This will cause that widget (and any subsequent changes to it) to appear on all pages of your report. This is most useful when used on logos, header and controls, things that you would want appearing consistently throughout the report.

You can also select multiple widgets and have them align with one another by selecting multiple widgets (by either clicking and dragging a box around them or by using Shift+click).

Once selected got to Arrange on the top navigation options. From here you can choose how to align or distribute your data visualisations.

Options available are:

Order: Push an element into the background or move it forward.

Align: make the elements selected align vertically or horizontally.

Distribute: Spread the elements evenly between the two furthest widgets

Another powerful feature at your disposal is what’s called Grouping.

Grouping lets you group (Surprising) widgets together so that they move as one.

Not only that but they act much like a sub-report:

You can assign a different default data source to groups

Filters and controls that are used in a group only affect the elements in said group, meaning that you can split a page into two parts and have users control the data visualisations for each part independently of one another

You can group elements together by selecting them and using the option under the Arrange menu or by pressing Crtl+g (Ctrl+Shift+G to ungroup).

Building you Report – Report Settings

For more report wide changes go to: File>Report and Theme Settings

Layout: This lets you choose the orientation of the report as well as letting you choose where report level widgets get placed (Top or Bottom)

Theme: This acts much in the same way that the “style section does for widgets, letting you apply cosmetic changes at the report level.

Data: This acts much like the data section of widgets but at the report level, letting you apply a default data source and enable caching to make your report run faster when you first load it up.

Building you Report – Sharing

Sharing in Data Studio works in a similar way to Google Sheets. You can produce a shareable link or email users individually with access.

The share button can be found in the top right-hand corner.

An important point to note is that a created link can only have one of two settings applied.

View: Users who have the link can view but not edit the report’s configuration.

Edit: Users with the link can view and edit the report’s configuration.

This is important! If you send out a link with view access and then one with edit access both sets of links will have edit access. In this scenario, it’s better to use the email option instead.

Building a Report in Google Data Studio – Advanced Examples

Pivot Tables in Google Data Studio

Pivot tables take the rows in a standard table and pivot them so they become columns. This lets you group and summarizes the data in ways a standard table can’t.

In terms of Google Analytics (GA) data, you can only pivot dimensions, not metrics.

Limitations

Pivot tables can process up to 50,000 rows of data and can degrade dashboard performance.

You may have only 1 pivot table per page in a report.

Pivot tables do not paginate, as do standard tables.

You can’t apply metric filters to pivot tables.

Canvas Size in Google Data Studio

The size of the canvas on which you create the dashboard can be changed. There are 4 standard options and a custom option:

US letter – 4:3 – Portrait

US letter – 4:3 – Landscape

Screen – 16:9 – Portrait

Screen – 16:9 – Landscape

Custom – You can specify the exact width and height you want in pixels

Better view Canvas Size

Colour In Reports

You can choose how to colour the data in your reports:

Colour by Dimension Value, E.g. France will always be represented as Blue. This is the default behaviour.

Colour by order, the first series of data will be blue.

Use different shades of a single colour

Change behaviour for all charts

You can do apply the same behaviour, except apply it to all reports in a dashboard.

Edit Report.

Click on the report then select the theme panel.

Under the Colour by options, select the new default behaviour.

You can change the default theme of the report.

Edit Report.

Click on the report then select the theme panel.

Under the Current theme, you can change the theme of the dashboard.

Only simple and simple dark available by default, but you can create your own in chart palette.

Embedding Reports in Google Data Studio

You can embed a report using an HTML iframe in a page. The iframe contains a special link to the report. This link is generated by Data Studio when you enable embedding for the report.

You can embed public and private reports:

If the report is shared publicly, then anyone viewing your page can see the embedded report.

If the report is shared with specific users, groups, or domains, then only those folks can see the embedded report.

These viewers must be logged into a Google account.

Embedded reports appear in the iframe in view mode.

Embedded reports are fully functional, but users can’t edit, copy, or share them, as there is no menu bar.

Viewers can’t refresh the data in an embedded report. (The data will refresh as usual when the cache expires.)

Page navigation for multi-page reports appears in the bottom of the report.

Viewers have options in the bottom of the report

A link to see it in Data Studio

A button to view the report in fullscreen mode

Segments

Segments are a feature in Google analytics that allows you to group
users and sessions based on a series of conditions. They are a great
way to gain insights into your data and now you can pull them into
Data Studio.

You are only able to add a segment to a report if you have access to it
in GA. Once a segment is added to the report, all other
editors/viewers of this report can use it (in a similar way to a Data
source).

GA segments will be kept synchronized with Data Studio when:

A user clicks the refresh data button.

Cache expires and is refreshed.

If Data Studio requests the data for some other reason.

This feature can be switched off by going to Resouces>Segments.

When you copy a widget or a report different things will happen to the segment depending on whether or not you have access.

Component

If you have access:

If you don’t have access

Report

If you have access

If you don’t have access

Segment Limitations:

You can only apply one segment per widget.

If you change the data source of a widget that has a segment on it Data Studio will keep the segment
applied and won’t be able to intelligently tell you that the segment isn’t compatible with the new view so
be conscious of how you use it.

Google Data Studio Tips and Tricks

Tips and Tricks – Link Navigation

Make use of links in text widgets.

You can link to other pages in the report, building up your own contents list within the header of your page.

You could even have the first page be a contents page to separate reports with a “go back” feature on the rest of the pages.

Tips and Tricks – Keyboard Shortcuts

The same shortcuts that are available to you in Google sheets are available to you in Data Studio. The most helpful ones are:

Ctrl+c – Copy

Ctrl+v – Paste

Ctrl+x – Cut

Ctrl+a – Select all

Ctrl+z – Undo

Ctrl+y – Redo

This allows you to copy/paste entire page configurations, saving you time. There are however traditional options in the form of right-clicking a widget or selecting undo/redo in the main toolbar.

Tips and Tricks – Real-Time Reporting

Real-time reporting isn’t natively supported in Data Studio but fortunately, there is a chrome extension that can enable the functionality.

Just search for real-time data studio as a chrome extension.

Set how often you want the data source to refresh and if it should only apply to one report in particular

Make sure your data source is real-time otherwise this extension won’t work as expected.

Tips and Tricks – URL Field Type

When you create a data source, Data Studio will detect valid URLs in the data set and assign the URL field type to that dimension.

If the URLs are not detected automatically: You can set the field type to URL manually.

*URL fields display the full link in charts. In tables, this link is clickable.

Tips and Tricks – Calculated Fields

You can build your own calculated fields if you have edit access to the data source you want to add it to.

This can be used to create your own Metrics and Dimensions.

You may want to use this to build ROI metrics or your own custom channel groupings

Tips and Tricks – Data Control

Sometimes we might want to see what the dashboard and visualisations look like across different views or maybe you saw a good dashboard and you want to see it represent your own data.

Now with Data control, you can pick the data source you want, while the original added data source will remain as the default.

This saves you remaking the dashboard with the data you want as the data source.

There are 7 types of connectors to choose from:

Google Analytics (of course)

AdWords

Attribution 360 (TV Attribution)

DFP (DoubleClick for Publishers)

DoubleClick Campaign Manager

Search Console

YouTube

Tips and Tricks – Export data from a chart

To export data from a chart:

Data Export is available in View Mode.Only the data available in the chart is
exported.

Any filters, date range controls, or
Google Analytics segments currently in
place are also applied to the exported
data.

Pagination has no effect on export. All of the table rows are exported.

Tips and Tricks – Export data from a chart – How to disable

By default, data export is enabled. In order to disable the option for the entire report:

Disable export data from a chart in Google Data Studio

Tips and Tricks – Definitions

If you’re planning on sharing this to a wider team it can be handy to have a definitions page or appendix at the end so users don’t bombard you with questions about what the different dimensions and metrics mean.

The Help tab in Google Data Studio

The Help tab at the top of the page contains a number of very useful features.

Help

Community Forum

Release Notes

Request a feature

Watch a tutorial

Legal help page

Request a feature & forum

You can view the community forum for FAQ’s or to ask your own questions. The community is very friendly and active.

“Request a feature” option, takes you to another page and asks if you would like to vote and comment on feature request already made, or to make a request of your own.

Release notes & Watch a tutorial

If you click the Release notes option, you will be brought to a page with all the new features and changes listed by date of release.

“Watch a tutorial” provides a number of YouTube videos on how to do some useful functions in Data Studio such as filter controls, share reports, calculated fields etc.

Published by Omi Sido

Omi Sido is an SEO and Web Development professional with 6 years of experience in both web and traditional advertising, promotions, events, and campaigns. He has worked on integrated campaigns for major clients such as Vectone Mobile, Delight Mobile and The Global Real Estate Institute.
Currently, Omi Sido is Senior Technical SEO at Canon Europe.
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